Goldman Sachs to Invest $42.5M in TAMP GeoWealth

Goldman Sachs to Invest $42.5M in TAMP GeoWealth

Here’s a little something extra for you. GeoWealth, a turnkey asset management platform, announced a $42.5 million investment from Goldman Sachs, bringing its total Series C funding round to $80.5 million.  The Wall Street investment bank joins groups including Apollo, BlackRock, JPMorgan Asset Management and Kayne Anderson Capital Advisors as a minority investor. The two firms first partnered in October 2024 to further develop custom model port…

Goldman Sachs Invests in GeoWealth

Goldman Sachs joins leading asset managers Apollo, BlackRock and J.P. Morgan Asset Management among strategic minority investors backing GeoWealth’s next phase of growth GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), announced it has expanded its Series C financing to include a $42.5 million minority investment from Goldman Sachs to support its rapid momentum with an additional growth investment, while also pro…

Goldman Sachs takes a minority stake in GeoWealth for $42.5M

Fresh capital and shareholder liquidity come as Globe Resources keeps majority control and Goldman Sachs' Bryon Lake joins GeoWealth's board.

Goldman Sachs Invests $42.5M in GeoWealth

The turnkey asset management platform will use most of the capital for shareholder liquidity, with the remainder funding UMA technology development, tax and AI planning.